MissionThe University of South Florida Sarasota-Manatee provides high quality bachelor’s and graduate-level education and scholarly activity in a personalized learning community that prepares successful leaders and responsible citizens.

VisionAs a valued member of the USF System, the University of South Florida Sarasota-Manatee will be nationally recognized as a student-centered, research-focused, community-engaged university with significant economic and cultural impact to the region.

ValuesThe University of South Florida Sarasota-Manatee embraces the values of higher education:

Goal 5: Scholarly Activity—Recognize and support diverse faculty and student research activities;

Goal 6: Community Engagement—Build and be known for a community engagement identity in partnership with a variety of organizations through the service area;

Goal 7: Resources—Preserve, grow, and diversify the human, physical, financial, private and other resources and align them in support of the strategic goals.

Needs Statement

Contributions to USF Sarasota-Manatee impact the Sarasota-Manatee community residents; local gifts support local programs and needs.

The fundraising goals for 2015-2020 can be sorted by three priority areas:

Student Success

Breakthrough Research

Community Engagement

Three funding initiatives support the 2015-2020 priority areas, and they are:

Student Scholarships - Scholarships support students by offsetting costs of tuition, books, fees, housing, meals, etc. This type of support connects specifically to student success.

USF Sarasota-Manatee Science and Research Building - The structure is estimated to cost $36 million and comprises 75,000 square feet of teaching, learning and collaborative space designed to support creative solutions to both local and global issues. This type of support is particularly suited for breakthrough research.

NCAA Women’s Rowing - USFSM’s Rowing Team competes at the level of an NCAA varsity program and is training accordingly through a partnership with top ranked Sarasota Crew.The future of this program relies heavily upon private funds. This specific funding need furthers community engagement.

Background Statement

The University of South Florida Sarasota-Manatee (USFSM) was established in 1975 as part of the USF System. USFSM was founded to serve students in Manatee, Sarasota, and DeSoto Counties. Today, USF Sarasota-Manatee’s 81 resident and 70 adjunct faculty members deliver more than 40 bachelor’s degrees, master’s degree, and certificate programs to nearly 2,500 students annually. USF Sarasota -Manatee continues to emphasize quality, convenience, and affordability with a 13:1 student-faculty ratio and an average undergraduate class size of 23. With 80+ percent of the faculty holding terminal degrees, 40 percent of the courses are taught online. The academic curricula offering includes an Honors Program, an arts-infused teacher-preparation program, a biology program in partnership with Mote Marine Laboratory, a limited-access, nationally accredited business college, and the only hospitality program in the USF System.

Areas Served

Areas Served

Area

Throughout the United States

FL- Manatee

FL- Sarasota

FL- DeSoto

FL- Charlotte

Areas Served Comments

The University of South Florida is one of the nation's top 50 public research universities, offering 219 degree programs at the undergraduate, graduate, specialist and doctoral levels. USF serves more than 50,000+ students on campuses in Tampa, St. Petersburg, and Sarasota-Manatee. More than 17,000 USF System alums live, work, and play in the USF Sarasota-Manatee service area of Charlotte, Desoto, Manatee, and Sarasota Counties.

Service Categories

Primary Org TypeEducation

Secondary Org Type

Tertiary Org Type

Statement from the Board Chair/Board President

We provide leadership in the creation and acceptance process for this budget. Programming leadership comes from a large Community Leadership Council which is represented by a diverse group of individuals with a broad representation of professional backgrounds and expertise. Each of the four Colleges at USF Sarasota-Manatee charges separate advisory councils to help inform course offerings that mirror the changing needs of the community. With these three working structures I feel, as the Board Chair, that we have great community impact in this public higher education institution and allow for true and meaningful engagement from each of the these volunteer groups.

Statement from the CEO/Executive Director

In order to continuously improve teaching and learning, scholarship, research, innovation, public service and community engagement, USF Sarasota-Manatee strives to provide expanded access to a University education that benefits students at the local, national, and global levels. USFSM strives to enhance success of student outcomes, faculty productivity, and a positive impact on the community.

Gifts designated to the unrestricted annual funds, within any of USFSM’s four colleges, provide the greatest flexibility for each academic unit. Such gifts can be used for general operating purposes or for projects unique to a college. Annual, unrestricted gifts serve as a resource for institutional research, service and teaching for the University.

Budget$40,000

Category Education, General/Other Educational Delivery

Program Linked to Organizational StrategyYes

Population ServedMales Females US& International

Short Term Success

Unrestricted annual gifts are considered flexible funding and they benefit every student, professor, staff member and the community by meeting critical needs which are not funded through regular institutional channels.

Long Term Success

Successful Annual Fund development will be evidenced by increased opportunities for each college to support merit scholarships, faculty development, program enhancements, and emerging needs.

Program Success Monitoring

Continuously improving course offerings and opportunities for the communities and clients served by USFSM translates to the university aligning its business activities to the vision and strategy of the organization. Such alignment must be assessed and evaluated against three critical are:

Teaching and Learning

Scholarship, Research, and Innovation

Public Service and Community Engagement

The data to be assessed for the alignment include:

Enrollment, Retention and Graduation Rates

Student Career Results

Engagement at local, regional, national and international levels

Degree Program Expansion

Increase in External Funding from both public and private sources in the form of philanthropic and research dollars

Program Success Examples

USF Sarasota-Manateeintroduces the Pre-College Success Program, a free online course for high-school students and new USFSM applicants to navigate the complex college-entry process. The program consists of eight modules that cover everything from the application process, financial aid and scholarships to choosing a career and the right classes and is designed to help students and their parents navigate the complexities of applying to and attending college.

Center for Partnerships for Arts Integrated Teaching (PAInT) became a statewide Center at the University of South Florida Sarasota-Manatee (USFSM). The Center offers training for pre-service teachers and professional development for practicing teachers to increase their capacity to deliver high-quality instruction that integrates the arts into classrooms. Partnering with other institutions, the Center conducts basic and applied research on policies and practices related to arts-integrated teaching, including publication in the peer-reviewed book series on arts integrated education.

The Culinary Innovation Lab at USF Sarasota-Manatee is a state-of-the-art teaching facility that serves as a culinary home for the USFSM College of Hospitality and Tourism Leadership. The lab provides a fully-equipped teaching center for students in the Hospitality Management program, as well as an inviting venue for signature USFSM events, both public and private.

USF Sarasota-Manatee is committed to provide the next generation of students the intellectual resources needed to compete in a fast-paced, evolving global society and the financial resources needed to achieve their educational goals.

For many USFSM students, finances can become the sole factor in determining if staying in college is even an option. Securing privately funded scholarships is among USFSM’s highest priorities. Unlike student loans, scholarship funds do not need to be repaid, thereby reducing the financial burden many students face after graduation. Thousands of donors have helped generations of USFSM students realize their dreams of earning a college degree.

Budget$50,000

Category Education, General/Other Student Financial Aid

Program Linked to Organizational StrategyYes

Population ServedFemales Males US& International

Short Term Success

With scholarship funding, USFSM students have the option of staying at home—thereby saving money—while they attend college. Increased funds for scholarship offerings means a larger class of entering freshmen and greater demand for more academic class offerings.

Long Term Success

Gifts of scholarship strengthen USFSM’s ability to recruit the highest caliber students--fulfilling both academic and financial qualifications. The University’s expansion to a four-year university accelerates the growth in student population, increases course and program offerings, and maximizes the campus's ability to serve more students in a convenient, regional, campus setting.

Program Success Monitoring

Program success for scholarship distribution can be measured by the number of students awarded scholarships over the previous year(s), the number and amount of new scholarship funds collected from public and private interests, and an increase in enrollments. Additional data may be collected from surveys, interviews, and first-person narratives about scholarships and their impact on the academic careers of individuals.

Program Success ExamplesUSFSM students have benefited greatly from the generosity of our donors. Since 1998, USF Sarasota-Manatee has awarded more than $1.48 million dollars in scholarships to thousands of deserving students, including over $500,000 to students in the First Generation Program.

Endowments support a broad base of initiatives at USFSM, and they can be established for scholarships, fellowships, chairs, research, professorships, lecture series, equipment, capital improvements and more. This type of giving preserves the donor’s original gift to the university in perpetuity, creating an enduring legacy throughout time. The principal gift remains intact while earnings from the donor’s investment are used to support the donor’s intent. Endowments can be created in the donor’s name, the name of the donor’s company, or in memory of someone.

Budget$100,000

Category Education, General/Other Educational Programs

Program Linked to Organizational StrategyYes

Population ServedFemales Males US& International

Short Term Success

Endowing programs will help USFSM attract high caliber faculty and create strategically designed programs that benefit our students, the university and the community as a whole.

Long Term Success

Endowments are an important part of USFSM’s goal of building and maintaining a world-class faculty. Such investments help attract and retain a diverse group of scholars who influence today’s important public policy and academic debates and establish USFSM as a leader in higher education. In turn, endowed chairs, professorships, fellowships highlight the important role that scholarship and teaching play at the University.

Program Success Monitoring

Success is measured by the number and size of the pool of endowments available to the university.

Program Success ExamplesUSF Sarasota-Manatee currently holds more than $8,430,800 in endowed principal funds. Endowment principal funds are never spent and provide earnings, in perpetuity, dedicated to scholarships, chairs, professorships, and operating expenses.

Comments

Program Comments by Organization

USF
Sarasota-Manatee is proud of its many advantages:

Small
size

Low
student-faculty ratio

Individualized
attention

USF
System resources

Low
tuition and fees

Online
courses

High-quality
teaching

One-stop
student/academic services

Library
resources

Technology enhanced classrooms

Student
government support

Interdisciplinary
opportunities

Accreditation

Community-embedded
instructional sites

Airport
proximity

Scholarship

Research-engaged
faculty

CEO/Executive Director

CEO/Executive DirectorMr. Joel D Momberg

CEO Term StartFeb 2009

CEO/Executive Director Emailjmomberg@admin.usf.edu

Experience

Joel D. Momberg. During his 30-year tenure at All Children’s Hospital, Momberg worked closely with USF to raise a $36-million endowment for pediatric research, which built and supports research in the USF-ACH Children’s Research Institute. The group of gifts from All Children’s remains USF’s largest institutional endowment. Momberg started at All Children’s Hospital as director of public relations in 1979 and was named Executive VP of All Children’s Hospital Foundation in 2000. He was one of the founding members of The Children’s Miracle Network. In addition he has served on the Board of Shorecrest Preparatory School and as 2004-2005 President of Suncoasters, who produce the Festival of States. He served as member of the Board of Governors of the St. Petersburg Area Chamber of Commerce; and is currently serving as an Advisory Member of the following: MoreHealth, Inc.; an educational partner of All Children’s; Junior League of St. Petersburg; and Suncoast Cardiovascular Research & Education Foundation. Momberg was born in New Orleans and graduated from the University of Georgia.

The USF: Unstoppable Campaign, publicly launched in October of 2009, has raised both awareness and funding for USF System students and priorities in academics, athletics and research. As of November 11, 2017 the campaign surpassed its $1 billion goal.

Former CEOs/Executive Directors

Name

Term

Mr. Michael Rierson

Mar 2001 - Oct

Mr. J. Jeffrey Robison

June 2007 - Nov

Senior Staff

Name

Title

Steve Blair

Vice President of Development

Rob Fischman

Chief Financial Officer

Bill McCausland

Associate vice President and Executive Director, USF Alumni Assn.

Lee Williams, CFRE

Interim Regional Vice Chancellor for Advancement

Staff & Volunteer Statistics

Full Time Staff131

Part Time Staff16

Staff Retention Rate %87

Professional DevelopmentYes

Contractors5

Volunteers453

Management Reports to BoardYes

CEO/Executive Director Formal EvaluationYes

Senior Management Formal EvaluationYes

Non-Management Formal EvaluationYes

Collaborations

Mote Marine Laboratory, Cross College Alliance (includes New College of Florida, Ringling College of Art and Design, State College of Florida, the University of South Florida Sarasota-Manatee, FSU/The Ringling and Eckerd College). Additional collaborations include Manatee County and Sarasota County.

Affiliations

Affiliation

Year

AFP (Association of Fundraising Professionals)

Arts and Cultural Alliance of Sarasota County

Economic Development Corporation of Manatee County

Economic Development Corporation of Sarasota County

Florida Public Relations Association

Greater Sarasota Chamber of Commerce

Manatee Chamber of Commerce

Southwest Florida Estate Planning Council

United Way Member Agency

Venice Area Chamber of Commerce

External Assessments and Accreditations

Assessment/Accreditation

Year

Southern Association of Colleges and Schools

2011

National Council for the Accreditation of Teacher Education - Accreditation

The USF Sarasota-Manatee Campus Board maintains oversight of the Sarasota campus budget only as outlined in the State University System. We provide leadership in the creation and acceptance process for this budget. Programming leadership comes from a large Community Leadership Council which is represented by a diverse group of individuals with a broad representation of professional backgrounds and expertise. Each college at USF Sarasota-Manatee charges separate advisory councils to help inform course offerings that mirror the changing needs of the community. It is important to note that some board members make contributions of service, particularly in giving of their time to the USF Foundation.

Byron E. Shinn – Chair

Byron E. Shinn is president and managing partner of Shinn & Company LLC, Certified Public Accountants and Consultants. Shinn formed the Bradenton-based company in 1993 to provide professional services in the areas of auditing, accounting, taxation and business consulting. He is a member of both the American Association of Certified Public Accountants and the Florida Association of Certified Public Accountants. He is a past board chairman of the Florida State Board of Accountancy and currently serves as a member of the organization’s Probable Cause Panel. Mr. Shinn also serves as a member of the USF Board of Trustees.

David Eckel
David Eckel serves as President and Broker/Owner of Wagner Realty, comprising 10 branch offices in Sarasota and Manatee Counties and across the Tampa Bay area. Eckel graduated from Cornell University and received an MBA degree from the State University of New York at Buffalo. He also served as an officer in the United States Army and received an honorable discharge as a Captain.

Anila Jain

Dr. Anila Jain is a physician and medical consultant who resides in Manatee County. She is an active child advocate and volunteer in numerous community organizations at the state and national level. Dr. Jain was instrumental in founding Filling Area Needs, Inc. in 1989 to assist abused and neglected children and families in need, and to render emergency assistance of food, clothing, medication, household items, etc. within 48 hours.

Bill Mariotti

William "Bill" Mariotti, the president and CEO of Bill Mariotti Site Development, Inc. is a USFSM alumnus with a bachelor’s degree in business, with concentrations in management and marketing. He also is president of Mariotti Asphalt and Mariotti Utilities, a family owned business since 1952, providing complete site development for residential, industrial and commercial properties.

Rick Piccolo

Piccolo has been the president and CEO of the Sarasota Bradenton International Airport (SRQ) since 1995. After earning a bachelor's degree in business administration from the State University of New York Buffalo, he began his career at the Buffalo International Airport (BIA). He held several positions at BIA including building superintendent and assistant director of operations. He worked in the operations department at Tampa International Airport and, prior to his position at SRQ, he was the assistant airport director at the St. Petersburg-Clearwater International Airport.

The USF Sarasota-Manatee Campus Board maintains oversight of the Sarasota campus budget only as outlined in the State University System.

We provide leadership in the creation and acceptance process for this budget. Programming leadership comes from a large Community Leadership Council which is represented by a diverse group of individuals with a broad representation of professional backgrounds and expertise. Each of the four Colleges at USF Sarasota-Manatee charges separate advisory councils to help inform course offerings that mirror the changing needs of the community. With these three working structures I feel, as the Board Chair, that we have great community impact in this public higher education institution and allow for true and meaningful engagement from each of the these volunteer groups.

Financial Comments by FoundationRelated organization support is reflected in Foundations/Corporations revenue. Financial figures were taken from the IRS Form 990s. The Federal tax returns and audited financial statements reconcile. The Foundation includes the value of donated professional services in income on their Federal tax return.

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER
SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE:
WWW.FRESHFROMFLORIDA.COM.
REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF
EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.

Profiles in The Giving Partner do not indicate endorsement by partner foundations.